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On Black Swans and White Lies
“If you hear a ‘prominent’ economist using the word ‘equilibrium,’ or ‘normal…
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From Pharaohs to the Fed
Since the very beginning of ordered government, rulers and their administrators have endeavored to control their economies. The conviction that…
The Brutal Truth About the Upcoming Stagflationary Simmer
Major U.S. stock market indexes continue to float along at or near all-time highs. The ride’s been both fun and…
The Great American Squeeze of 2026
Does your American dream feel like it’s being put through a hydraulic press? If so, you’re not alone. Between rising…
Big Discounts Await
If you’ve consumed any financial commentary over the years, you’ve likely heard of Gary Shilling. His legendary, against the herd,…
Liquidity At Any Cost
Over the last few years, it appeared that the Federal Reserve was finally attempting to get its house in order.…
Barbarians Inside the Gate
Have you noticed the curious stage of history we’ve reached where freedom has become a dirty word? The preferred spirit…
Priced for Perfection in an Imperfect World
Investors, having seen the light, race towards it with great expectations. The S&P 500 and the NASDAQ are, once again,…
The Digital Noose Tightens
“They who can give up essential liberty to obtain a little temporary safety deserve neither liberty nor safety.” – Benjamin…
The Big Money Mirage
“Big money will be made.” The remark was made by President Donald J. Trump on Truth Social following the ceasefire…
Is Everything Contained in the Private Credit Market?
Is everything contained in the private credit market? An affirmative ‘yes’ was the conclusion recently offered by Federal Reserve Chair…
